Individuals and Families

Advantages of Working with IM&P

We are committed to providing comprehensive family wealth planning and investment management guidance for individuals, multi-generational families, trusts, and estates. Our goal is to help clients create and grow wealth, preserve and protect wealth, distribute wealth in the most tax efficient manner during their lifetime and distribute wealth in the most tax efficient manner at death. In addition to providing the same level of expertise and service formerly available only to institutional clients, we offer:

Our Mission

Our Mission is to provide each client with the knowledge, assistance, and superior service to pursue their financial and life goals through an individualized and comprehensive financial planning process. Read more...